Category: Invoicing

Multiple Invoice Number Sequence in QuickBooks

| December 17, 2008

QuickBooks will automatically generate the next sequential invoice number when you are creating invoices. In some cases, though, you may want to have more than one sequence of numbers. Perhaps you have two divisions of your company, each with its own invoice numbering. Or you want to track classes of sales – with one sequence […]

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Finding QuickBooks Invoice Number Errors

| September 12, 2008 | 8 Comments

QuickBooks is a very flexible system – that is one of the reasons it is so popular. However, sometimes a business needs tighter control over some features. Many businesses need to control invoice numbers for a variety of reasons; to prevent fraud, to control document flow, for auditability and more. Today I’ll give you a […]

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Custom Fields in QuickBooks

| July 10, 2008

Every business has some sort of unique information that is important to its operation. While QuickBooks provides the places to store the basic information that every business needs, you will usually find that you need to store additional data such as a customer’s vehicle registration number, or the weight of an inventory item. QuickBooks provides […]

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Voiding Invoices in QuickBooks

| June 10, 2008 | 30 Comments

Everyone has to void an invoice upon occasion, and QuickBooks makes it fairly simple. The annoying part is that big “PAID” stamp that QuickBooks pastes across the invoice when you void it. Today I’ll pass on a few tips on how to make this look a bit cleaner.

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Saving your Customized Forms

| April 14, 2008 | 2 Comments

Most people customize the forms that they use in QuickBooks. If you put in a lot of time setting them up, do you want to take a chance on losing them? They might not be as safe as you think…

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Currency Symbols and QuickBooks

| April 8, 2008 | 62 Comments

The US editions of QuickBooks prior to the 2009 release don’t provide support for multiple currencies. One common question I see from non-US businesses using these versions is “How do we change the currency symbol on my invoices?”. Today I’ll give you a few pointers on how to handle this. I will not be talking […]

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